Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,496 | $107,363-79.0% | $92,909-75.8% | $152,897-85.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 12.87% | 145.63%-132.8pp | 109.44%-96.6pp | 345.43%-332.6pp |
| Employer contribution / active EE | $6,334 | $4,222+50.0% | $3,653+73.4% | $4,764+33.0% |
| Participant deferral / active EE | $3,277 | $4,848-32.4% | $4,238-22.7% | $5,851-44.0% |
| Admin fee / account holder | $800 | $7,082-88.7% | $5,795-86.2% | $11,599-93.1% |